Trust Uw of Carrie M Newell XXXXX5005
Trust Uw of Carrie M Newell XXXXX5005 is a private foundation, based in Chicago, IL. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 3 grants totaling $116K. Net investment income was $131K.
Key facts about Trust Uw of Carrie M Newell XXXXX5005
In short: Trust Uw of Carrie M Newell XXXXX5005 gave $116K across 3 grants in 2025 (avg $39K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 06-6022540
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $115,794
- Grants made (2025)
- 3
- Average grant
- $38,598
- Median grant
- $38,598
- Total assets
- $1,864,745
- Primary geography
- Connecticut (67% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.9M
-0.2% YoY
Annual Giving
$116K
+13.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$39K
+13.0% YoY
Under IRS private-foundation payout rules, Trust Uw of Carrie M Newell XXXXX5005 reported a distributable amount of $141K for 2025 — the minimum it must pay out in qualifying distributions.
How Trust Uw of Carrie M Newell XXXXX5005 gives
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $102K (2024) to $116K (2025). In 2025 it made 3 grants totaling $116K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Danbury Hospital Dev FD ($39K). Together the top 3 received $116K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Danbury Hospital Dev FD Danbury, CT | General | $38,598 |
| Easter Seals Connecticut Hartford, CT | General | $38,598 |
| American Cancer Society Framingham, MA | General | $38,598 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 |
|---|---|---|
| Total Assets | $1,864,745 | $1,868,937 |
| Revenue | $154,252 | $112,027 |
| Expenses | $158,159 | $141,915 |
| Qualifying Distributions | $134,060 | $117,979 |
| Net Investment Income | $131,458 | $89,845 |
| Distributable Amount | $140,672 | $131,301 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2024 (received by the IRS May 28, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Leadership & Key People
Officers and directors from IRS filings
Trust Uw of Carrie M Newell XXXXX5005's only listed officer is JP Morgan Chase Bank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank N A
Trustee
On filings since 2024
2 hrs/week
$35K (2024) → $37K (2025)
Data from IRS Form 990 filings, 2024–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $37K, to JP Morgan Chase Bank N a (Trustee).
Frequently asked questions about Trust Uw of Carrie M Newell XXXXX5005
How much does Trust Uw of Carrie M Newell XXXXX5005 give each year?
Trust Uw of Carrie M Newell XXXXX5005 gave $116K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $102K across 3 grants.
What is Trust Uw of Carrie M Newell XXXXX5005's typical grant size?
Trust Uw of Carrie M Newell XXXXX5005's median grant in 2025 was $38,598, and its average grant was $38,598, across 3 grants on its 2025 IRS Form 990-PF.
Where does Trust Uw of Carrie M Newell XXXXX5005 give grants?
Trust Uw of Carrie M Newell XXXXX5005 gives mostly in Connecticut: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (33%).
Does Trust Uw of Carrie M Newell XXXXX5005 give general operating support?
Yes: 100% of Trust Uw of Carrie M Newell XXXXX5005's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Trust Uw of Carrie M Newell XXXXX5005?
Trust Uw of Carrie M Newell XXXXX5005 reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $134K in qualifying distributions that year, against a required minimum of $141K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Trust Uw of Carrie M Newell XXXXX5005's EIN?
Trust Uw of Carrie M Newell XXXXX5005's EIN (Employer Identification Number) is 06-6022540. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Trust Uw of Carrie M Newell XXXXX5005 by hand.
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